KPI Zoho Dashboard Tiles

Redacted Zoho replacement dashboard and tile handoff package for KPI Studio. This view uses only Charge Report and Appointment Report sample sources. No PHI, production datasets, credentials, or live Zoho dependency are included.

Redacted fixtures onlyCharge Report sourceAppointment Report sourceZoho reference only

Open Files

Manifest JSON Charge CSV Appointment CSV Zoho Feature Map Source Map Lifecycle Fixture

Data Sources

ID	Label	Path	Family
charge_report	Charge Report	data/redacted_charge_report_sample.csv	charges
appointment_report	Appointment Report	data/redacted_appointment_report_sample.csv	appointments

Tiles

Tile Case	Dataset	Visualization	Description
charge-collections-by-payer	charge_report	bar	Primary tile-transfer happy path: build a collections-by-payer bar in Creator, retitle/refilter in Editor, drop on a dashboard, reload, export.
appointment-no-shows-by-provider	appointment_report	bar	Second dataSource (appointments) tile-transfer with a status filter, to catch dataset-bleed bugs where a transferred tile keeps the charges binding.
charge-billed-vs-collected-edit-regression	charge_report	bar	Editor measure-swap regression: change the measure in Editor and confirm the transferred tile recomputes (guards against the tile keeping the Creator measure).

Dashboards

ID	Definition
dash_revenue_redacted	{ "id": "dash_revenue_redacted", "label": "Revenue (redacted)", "owner": "debug", "tabs": [ { "id": "overview", "label": "Overview", "cards": [ { "metric_id": "metric_collections_by_payer", "size": "lg" }, { "metric_id": "metric_billed_by_location", "size": "md" } ] } ] }
dash_access_redacted	{ "id": "dash_access_redacted", "label": "Access (redacted)", "owner": "debug", "tabs": [ { "id": "access", "label": "Access", "cards": [ { "metric_id": "metric_no_shows_by_provider", "size": "md" } ] } ] }

Repository Scope

# KPI Zoho Dashboard Tiles

This repository contains only the Zoho-replacement dashboard and tile handoff package for KPI Studio.

It is intentionally separate from the full KPI Studio application repo.

## Scope

Included:

- Zoho dashboard/tile replacement manifest
- redacted Charge Report sample data
- redacted Appointment Report sample data
- tile lifecycle fixture
- Zoho feature/source-map documentation

Excluded:

- live KPI Studio app code
- PHI
- production datasets
- credentials
- generated operational reports
- non-Zoho KPI application code

## Data Sources

| Source ID | Source | File |
| --- | --- | --- |
| `charge_report` | Charge Report | `data/redacted_charge_report_sample.csv` |
| `appointment_report` | Appointment Report | `data/redacted_appointment_report_sample.csv` |

## Primary Manifest

`dashboards/zoho_dashboard_tiles_manifest.json`

The manifest maps Zoho-style tiles to KPI Studio-native source IDs. It uses `charge_report` and `appointment_report`; it does not reference Zoho as a live source.

## Validation

Run:

```bash
python3 scripts/validate_manifest.py
```